>> yeah, but david kelly, what about that? i know you don't want to be a short-term trader and have these knee-jerk reactions. let's face it. if we go over the fiscal cliff and this market takes a hit, i mean, there's a lot of room for disappointment in this market. this market is trading as if a deal gets done by the end of the year. if we don't, we could see a sizable decline. you got to be ready for that. what do i want to do to protect myself? >> well, the problem is i don't trust anything that's coming out of either side if washington. you never lead with your best offer, your best and final offer. clearly, they're just playing this dance here. the problem is for an individual investor, you could get out, try and make some increased volatility. try and bet on treasurietreasur. as soon as boehner and obama walk out of the white house, which i believe they'll do at some stage over the next month, as soon as that happens, everything is going to flip the other way. i'd like to find a way to play the market, but i think for long-term investors, valuation gets more and more important. the more you stretch things out.